The Compound and FriendsTwelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks CrashSignal For Sizing, Not Shorting
11:03–11:37 · 35s
deGraaf clarifies his framework: bubble signals aren’t short triggers—they’re risk-management cues to recalibrate position sizes as volatility rises.